See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,692 | $197,591+34.0% | $177,821+48.9% | $158,922+66.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.36% | 58.76%-52.4pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $10,002 | $6,697+49.3% | $5,918+69.0% | $4,761+110.1% |
| Participant deferral / active EE | $10,000 | $8,405+19.0% | $7,714+29.6% | $5,982+67.2% |
| Admin fee / account holder | $111 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |